TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$282K 0.09%
+16,510
202
$280K 0.09%
2,773
-210
203
$273K 0.09%
2,367
-66
204
$273K 0.09%
1,770
+7
205
$272K 0.09%
3,020
-199
206
$272K 0.09%
+8,567
207
$271K 0.09%
464
+15
208
$269K 0.09%
+21,075
209
$269K 0.09%
+5,998
210
$267K 0.09%
4,286
-396
211
$263K 0.08%
11,500
-1,050
212
$262K 0.08%
6,470
-179
213
$262K 0.08%
+8,334
214
$261K 0.08%
9,195
-275
215
$258K 0.08%
5,046
+1,045
216
$256K 0.08%
5,034
217
$256K 0.08%
4,110
218
$252K 0.08%
657
-10
219
$246K 0.08%
3,425
+3
220
$244K 0.08%
7,050
-2,000
221
$243K 0.08%
5,445
+350
222
$239K 0.08%
+5,583
223
$238K 0.08%
2,620
-420
224
$236K 0.08%
+11,554
225
$235K 0.08%
3,485
-671
7 8
9
10 11